Congratulations to our Sugar OEM Partner Remotelink
Description of project
This solution provides real-time, bi-directional integration between Sugar 6.x (including on-demand) and Quickbooks. Create itemized QB Invoices directly from Sugar Quotes/Products, synchronize Sugar Account and QB Customer information and much more.
Trove Info
Application Integration, Opportunity Mgmt, Quotes and Products
Development Status 5 - Production/Stable
Intended Audience Other Audience, System Administrators
License Other/Proprietary License
Natural Language English
Operating System OS Independent
Programming Language Other
Sugar Edition Sugar Community Edition, Sugar Enterprise, Sugar Professional
Sugar Versions Version 6.0, Version 6.1
Why are you a leading contributor in the SugarCRM community? What are the benefits that you experience from your involvement?
RemoteLink, a SugarCRM Gold Partner, is new to the SugarCRM community; however, we have been developing custom software and providing infrastructure services since 1995. We hope this project is the start of a long-term and mutually beneficial relationship with the SugarCRM community.
What inspired you to create this project?
We noticed some duplication of effort and some manual data translation in our own internal processes between our SugarCRM and Quickbooks instances. We leveraged this opportunity to make our own internal processes more efficient, and developed the solution as a commercially available product.
What business pain points were you solving specifically?
At various points in the sales cycle, there is data that needs to be transferred from SugarCRM to Quickbooks. In the absence of a true integration solution, this data has to be transferred manually between the two systems. This manual data translation leads to operational delays, errors in translation, and ultimately longer and less efficient cycle times for customers.
Additionally, when sales people need access to real-time financial data about a customer, they require a separate login to Quickbooks in order to obtain this information. This wastes time, as the sales person has to log into a separate system, and money, as additional Quickbooks licenses have to be purchased.
Is there anything that the users should know about those? Something hidden/new in this project? Think of this as an opportunity to describe how it works to a user?
Our base package is designed to perform the most common data translations with the touch of a custom button in SugarCRM. Detailed, itemized Quickbooks invoices are created from the SugarCRM Quote and available SugarCRM Products. Customer information, including account balance and 30/60/90 aging data, are synchronized between SugarCRM and Quickbooks.
Optional packages add automatic, real-time synchronization, and add additional, synchronized data translations between SugarCRM and Quickbooks. Available data translations include:
* Sugar Account/Contact <-> QB Customer
* Sugar Product <-> QB Item
* Sugar Opportunity <-> QB Job
* Sugar Quote (customer-level) <-> QB Invoice, Sales Order, Sales Receipt and Estimate
* Sugar Account/Contact <-> QB Vendor
* Sugar Quote (vendor-level) <-> QB Bill, Check, Purchase Order
What do you want to build next for Sugar?
We plan to release eCommerce, ePayment and Google integrations for Sugar 6.x in the near future.
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